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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Mephisto who wrote (35306)5/22/2000 2:42:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 70976
 
Mephisto, sounds better. When you think about it, revenues in the entire chip equipment business are pretty small compared with revenues for chips themselves (somewhere around 10 to 1). That has to change, IMO, especially with the 0.18 to 0.13 to 0.1 type process shrinks happening faster and faster all the time. Also, 300 mm and copper are new things happening together. Just that right now, you could almost have a huge breakthrough new product, and your stock would still tank.

Tony



To: Mephisto who wrote (35306)5/24/2000 10:33:00 AM
From: TREND1  Read Replies (2) | Respond to of 70976
 
Mephisto
Hal has a "enter long" on AMAT if it reaches 66 today.
Larry Dudash
PS: Nasdaq down 40% since Mar 2000, at this rate
Nasdaq will be zero in a few months(g)


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